If the ARM deal goes through, it's all over for x86 and Intel.
12 replies (most recent on top)
Forget Nvidia, Costco now beats Intel in market cap.
Nvidia just added another $100bn -half of Shitel's value- in less than a week (currently sitting at $735bn). It's all over for Shitel, ARM acquisition would only accelerate its implosion.
https://www.marketwatch.com/story/nvidia-stock-rockets-toward-best-day-in-19-months-as-optimism-grows-for-metaverse-opportunity-11636041759
Path to $200bn achieved for Indel!
Nvidia is now the 7th-largest company in the US. Intel wishes it was Nvidia.
https://www.barrons.com/articles/nvidia-stock-price-51635935582?siteid=yhoof2
Ps plus Intel least diversified I.e. little openness to top mgmt. Look at Goog, Amd, MSoft and many others they put Intel to shame
@1hne - Can of whoop a$$ was released many years ago!
I remember when I worked on demos for PSO in early 2000 (many of which showcased high end discrete Nvidia. graphics cards) Jenshen saying he was going to open up a "can of whoop a-s" on Intel. It is now much later, but it is clear he has done so!
Nvidia will have a hard time passing the regulator. if they Fail expect the stock to plunge very hard. stay cautious. AMD is for pure safety play right now as they are only worth 146B when the price target is as high as $180.
Intel is living in the last century, simply stated private gardens as they once knew it are disrupted. Wintel is gone and been replaced by far different and formidable competitors and ecosystems.
Nvidia is riding that new wave as is AMD, Apple and others.
Pat can cheerlead all he wants, but sadly his energy being used this way is laughable. Great for getting a narrative for stupid politicians and public support for things people don’t understand.
Sadly they may appear to catch up on technology in four years, but the thing is they won’t be competitive.
They will appear to be competitive, but won’t be business profitable.
Those two things are deeper but buried in what will be plummeting GM, and boy wait till Wallstreet really understands the stock will be really going down even more, 100B market cap by 2025 boys and girls.
Total FUBAR
Nvidia pretty much won't get the deal. Many companies are on x86
Nvidia/ARM deal would be the last nail in the Intel coffin.
It’s been all over for Intel and x86 for a long long time already.
Intel is just in denial.